Founders Financial Alliance, LLC

Position in CVS — CVS HEALTH Corp

CIK 1832190 RALEIGH, NC

Position in CVS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$420,731

-$278,364 QoQ

Shares Held

4,067

-58.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,319

of 2,054 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Founders Financial Alliance, LLC holds $1,758,643 across 2 Healthcare Plans names. CVS ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	3,219	$1,337,912
2	CVS	CVS HEALTH Corp This page	4,067	$420,731

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,731	4,067	-58.2%	Shares	Sole	2026-08-04
2026-03-31	$699,095	9,734	-2.2%	Shares	Sole	2026-05-11
2025-12-31	$789,473	9,948	-1.7%	Shares	Sole	2026-02-12
2025-09-30	$762,569	10,115	-4.2%	Shares	Sole	2025-11-07
2025-06-30	$728,014	10,554	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$714,085	10,540	+3.4%	Shares	Sole	2025-05-12
2024-12-31	$457,473	10,191	-40.4%	Shares	Sole	2025-02-07
2024-09-30	$1,074,430	17,087	-2.8%	Shares	Sole	2024-11-01
2024-06-30	$1,038,156	17,578	-2.0%	Shares	Sole	2024-08-26
2024-03-31	$1,431,053	17,942	+61.8%	Shares	Sole	2024-05-14
2023-12-31	$875,587	11,089	+2.4%	Shares	Sole	2024-02-09
2023-09-30	$756,080	10,829	-6.0%	Shares	Sole	2023-11-13
2023-06-30	$796,515	11,522	+7.1%	Shares	Sole	2023-08-11
2023-03-31	$799,798	10,763	-3.0%	Shares	Sole	2023-05-15
2022-12-31	$1,034,129	11,097	-0.3%	Shares	Sole	2023-02-15
2022-09-30	$1,061,944	11,135	+21.9%	Shares	Sole	2022-11-14
2022-06-30	$846,449	9,135	-18.9%	Shares	Sole	2022-08-15
2022-03-31	$1,139,422	11,258	+0.0%	Shares	Sole	2022-05-12
2021-12-31	$1,160,962	11,254	+2.8%	Shares	Sole	2022-02-14
2021-09-30	$929,129	10,949	+5.2%	Shares	Sole	2021-11-15
2021-06-30	$868,021	10,403	+0.3%	Shares	Sole	2021-08-02
2021-03-31	$780,131	10,370	-1.4%	Shares	Sole	2021-05-14
2020-12-31	$718,299	10,517	+2.2%	Shares	Sole	2021-02-04
2020-09-30	$600,874	10,289	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.